A day after Nvidia set a new record by reaching a $4 trillion market cap, at least three Wall Street analysts issued new reports that rated the stock a buy, according to Bloomberg data. The bulls pointed to Nvidia’s role as the premier chipmaker and the fact that compared to its fundamentals,

The White House rolled out a series of new tariff announcements this week, yet the S&P 500, Nasdaq, bitcoin, and Nvidia have all notched all-time highs over the last 24 hours. Meanwhile, the VIX — Wall Street’s fear gauge — has collapsed well below its long-run average after surging to historic highs in April.

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A mixed day of trading left the U.S. stock market split, as Wall Street’s momentum slowed after setting record highs in each of the last two days

Apollo, for one, expects just one rate cut in 2025. JPMorgan strategists forecast two. Goldman Sachs last week updated its prediction to three, starting in September, arguing that moderating growth and elevated borrowing costs will force the Fed’s hand.

From cyclicals to small caps, more stocks are joining the charge that has sent the S&P 500 and the Nasdaq Composite to all-time highs.

US stocks fell on Friday after President Trump threatened Canada with a 35% tariff on its imports to the US and floated higher blanket levies. Late Thursday, Trump on Truth Social posted a letter to Canadian Prime Minister Mark Carney,

Wall Street was relatively quiet with major indexes ticking up modestly as the Trump administration seeks to win more favorable deals with global trading partners.